Multi-asset · atomos
VAM Cautious Fund
A cautious, globally diversified multi-asset portfolio built for income and moderate growth.
Multi-assetCautiousGlobalLuxembourg UCITS
Factsheets and KIDs
Strategy
The fund is a conservative discretionary income and growth portfolio, with exposure primarily to fixed income and a lesser exposure to a concentrated portfolio of listed global equities. It invests through a combination of direct equities and funds, supporting active stock selection and giving investors greater transparency.
Fixed income and alternative asset exposure are included to provide diversification, reduce volatility, and manage risk.
The manager
The VAM multi-asset funds are managed by atomos, a UK-based wealth manager with around 30 years' heritage managing roughly £7bn for over 15,000 clients. atomos runs the portfolios through a combination of direct equities and selected funds, working with WTW's asset allocation and research teams.
Factsheets and KIDs
Factsheets, UCITS KIIDs and PRIIPs KIDs are published per share class. Choose the documents for the share class and currency you hold or are considering.
| Share class | Currency | ISIN | Factsheet | UCITS KIID | PRIIPs KID |
|---|---|---|---|---|---|
| Class F | USD | LU3206354543 | Contact us → | KIID PDF → | KID PDF → |
| Class F | GBP | LU3206354469 | Contact us → | KIID PDF → | KID PDF → |
| Class F | EUR | LU3206354386 | Contact us → | KIID PDF → | KID PDF → |
| Class D | USD | LU1558094857 | Factsheet PDF → | KIID PDF → | KID PDF → |
| Class D | GBP | LU1558094774 | Factsheet PDF → | KIID PDF → | KID PDF → |
| Class A | USD | LU1235260236 | Factsheet PDF → | KIID PDF → | KID PDF → |
| Class A | GBP | LU1235259907 | Factsheet PDF → | KIID PDF → | KID PDF → |
| Class A | EUR | LU1291166335 | Factsheet PDF → | KIID PDF → | KID PDF → |
Fund & SICAV documents
Shared across share classes.